Integrate D365 CE Marketing List with Mailchimp Audience(List)

Introduction: Mailchimp is a leading email marketing campaign tool used by marketers all over the globe. In this blog, we’ll integrate D365 CE(CRM) Marketing List to a Mailchimp Audience. To achieve this, we’ll be using Power Automate(Microsoft flows).

Use Case: 

In my example, I have created a new column(field) in D365 CE named “Integrate to Mailchimp”. Whenever the user will update the column value to “YES”, the Marketing List will get integrated(sync) to the Mailchimp Audience(List).

We will also integrate members of the Marketing List.

Pre Requisites:

• Mailchimp Account
• D365 CRM(CE)
• Power Automate(MS Flow)

Steps to be followed:

1. Create a new Automate cloud flow and select the “When a record is created, updated or deleted’ trigger.

To understand the “When a record is created, updated or deleted” trigger you can refer to this article: https://vblogs.in/understanding-cds-current-environment-when-a-record-is-created-updated-or-deleted-trigger/

2. Add a Trigger condition, entity name and Filter expression.

This will trigger only when “Integrate to Mailchimp” field is updated to “YES”.

3. Add List records Action

Enter the details given below:

Entity name: Marketing List Members

Filter Query: _listid_value eq @{triggerOutputs()?[‘body/listid’]} (add “List” from the Dynamic content)

4. Add Get a record Action.(Retrieving the user detail who created the Marketing List record in D365 CE)

4. Search for Mailchimp and select “New List” action.

5. Click on Sign in

6. Enter Username and Password of Your Mailchimp account and click on login.

Click on Allow

7. Enter Details in “New List” Action.

List Name: Name of Marketing List in D365 CE.

For other details such as Address Line 1, City,State, I am passing user details. (Details of owner of Marketing List in D365 CE)

8. Add “Apply to each” Action

• Loop through the Marketing List Members

• Click on Add an action inside the Apply to each

• Add Get a record action

Enter Entity name: Contacts

Item ID: Entity (Value) [Enter from the Dynamic content of Marketing List Member List record Action]

• Add one more action inside the “Apply to each”
• Search for Mailchimp and select the “Add member to list” action.

• Enter Details in Action

For List Id select “Enter custom value” and add the List Id from the Dynamic content as shown below

Enter Email Address, First Name and Last Name of contact from the Dynamic content

Entire Flow:

Running the Flow:

If you have any queries related to this topic, you can write them down in the comments section below.